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Shikiar Asset Management’s Procter & Gamble PG Stock Holding History

Shikiar Asset Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Hold
1,690
– – 0.06% 102
2026
Q1 		$244K Hold
1,690
– – 0.07% 88
2025
Q4 		$242K Hold
1,690
– – 0.06% 85
2025
Q3 		$260K Hold
1,690
– – 0.07% 88
2025
Q2 		$269K Hold
1,690
– – 0.07% 70
2025
Q1 		$288K Hold
1,690
– – 0.09% 67
2024
Q4 		$283K Hold
1,690
– – 0.08% 69
2024
Q3 		$293K Sell
1,690
-184
-10% -$31.2K 0.08% 67
2024
Q2 		$309K Buy
1,874
+184
+11% +$30.1K 0.08% 57
2024
Q1 		$274K Hold
1,690
– – 0.08% 63
2023
Q4 		$248K Hold
1,690
– – 0.08% 66
2023
Q3 		$247K Hold
1,690
– – 0.09% 69
2023
Q2 		$256K Hold
1,690
– – 0.08% 67
2023
Q1 		$251K Buy
+1,690
New +$242K 0.09% 67
2022
Q3 		$264K Buy
2,090
+65
+3% +$9.23K 0.11% 71
2022
Q2 		$291K Hold
2,025
– – 0.11% 75
2022
Q1 		$309K Hold
2,025
– – 0.09% 79
2021
Q4 		$331K Hold
2,025
– – 0.08% 79
2021
Q3 		$283K Hold
2,025
– – 0.08% 87
2021
Q2 		$273K Hold
2,025
– – 0.08% 84
2021
Q1 		$274K Sell
2,025
-150
-7% -$19.6K 0.09% 77
2020
Q4 		$303K Sell
2,175
-1,175
-35% -$164K 0.11% 68
2020
Q3 		$466K Buy
3,350
+536
+19% +$71.2K 0.18% 56
2020
Q2 		$336K Buy
2,814
+789
+39% +$92K 0.15% 64
2020
Q1 		$223K Buy
2,025
+325
+19% +$39K 0.15% 73
2019
Q4 		$212K Buy
+1,700
New +$208K 0.07% 88
2016
Q3 		– Sell
-2,831
Closed -$240K – 113
2016
Q2 		$240K Sell
2,831
-149
-5% -$12.2K 0.11% 96
2016
Q1 		$245K Buy
+2,980
New +$240K 0.11% 98

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Shikiar Asset Management's PG Position: Q2 2026 in Review

Shikiar Asset Management held its Procter & Gamble (PG) position steady in Q2 2026 at 1,690 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #102.

Shikiar Asset Management first reported a position in PG in Q1 2016 and has held it in 28 quarters since. The position peaked at $466K in Q3 2020. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Shikiar Asset Management held 1,690 shares of Procter & Gamble worth $248K as of Q2 2026.
  • Shikiar Asset Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.06% of Shikiar Asset Management's portfolio in Q2 2026, its #102 holding.
  • Shikiar Asset Management first reported a position in Procter & Gamble in Q1 2016 and has held it in 28 quarters since.
  • Shikiar Asset Management's Procter & Gamble position peaked at $466K in Q3 2020.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.